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Edward Shaffer

Designed Wealth Usa Ltd.

Toronto

Charleston, SC

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Current Employers
Designed Wealth Usa Ltd.

Toronto • Canada

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-03-03
  • SC RA
    APPROVED
    Since 2026-03-03

Branch Locations

Toronto • Canada

Charleston, SC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Mt Pleasant SC 07/2016 03/2020
Ameriprise Financial Services, Llc Mt Pleasant SC 03/2020 02/2026
Designed Wealth Usa Ltd. Toronto 03/2026 Present
Previous Registrations
Other Businesses

1) Independent Insurance Agent - Investment Related - SC - Accident & Health or Sickness, Life, Variable Life and Variable Annuity - 07/2016

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-14
  • S66 Uniform Combined State Law Examination
    2013-03-14
Designations
Other Names
  • Ed Shaffer
  • Edward Patrick Shaffer

View on SEC IAPD

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